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Beacon Pointe Advisors, LLC
SCHG31 quarters
Position history for
Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Yes. Beacon Pointe Advisors holds 6,744,828 shares of SCHG, worth $228.2M, as of its Q2 2026 13F filing. It increased the position by 43,718 shares (+0.7%) from Q1 2026. Beacon Pointe Advisors has held SCHG in every 13F on record since Q4 2018, 31 quarterly filings. SCHG is 1.1% of Beacon Pointe Advisors' reported 13F portfolio.
Current Value
$228.2M
Current Shares
6.7M
Total Value Change
+$226.9M
Total Shares Change
+6.7M
Quarter-by-Quarter History
Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC